odoo/addons/crm/crm_phonecall_view.xml

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<?xml version="1.0"?>
<openerp>
<data>
# ------------------------------------------------------
# Phonecall Categories
# ------------------------------------------------------
<record id="crm_phonecall_categ_view_form" model="ir.ui.view">
<field name="name">crm.phonecall.categ.form</field>
<field name="model">crm.case.categ</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Phonecall Category">
<field name="name" select="1"/>
<field name="probability"/>
<field name="section_id"/>
<field name="object_id" domain="[('model','ilike','crm.phonecall')]"/>
</form>
</field>
</record>
<record id="crm_phonecall_categ_view_tree" model="ir.ui.view">
<field name="name">crm.phonecall.categ.tree</field>
<field name="model">crm.case.categ</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Phonecall Category">
<field name="name"/>
<field name="probability"/>
<field name="section_id"/>
</tree>
</field>
</record>
<record id="crm_phonecall_categ_action" model="ir.actions.act_window">
<field name="name">Phonecall Categories</field>
<field name="res_model">crm.case.categ</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm_phonecall_categ_view_tree"/>
<field name="domain">[('object_id.model', '=', 'crm.phonecall')]</field>
</record>
<menuitem action="crm_phonecall_categ_action" id="menu_crm_case_phonecall-act" parent="crm.menu_crm_case_categ"/>
# ------------------------------------------------------
# Fund Stage
# ------------------------------------------------------
<record model="ir.ui.view" id="crm_phonecall_stage_tree">
<field name="name">crm.phonecall.stage.tree</field>
<field name="model">crm.case.stage</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Stages">
<field name="sequence"/>
<field name="name"/>
<field name="section_id"/>
<field name="object_id" domain="[('model','ilike','crm.phonecall')]" invisible="1"/>
</tree>
</field>
</record>
<record model="ir.ui.view" id="crm_phonecall_stage_form">
<field name="name">crm.phonecall.stage.form</field>
<field name="model">crm.case.stage</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Stage">
<field name="name" select="1"/>
<field name="section_id" select="1" widget="selection"/>
<field name="object_id" domain="[('model','ilike','crm.phonecall')]"/>
<field name="sequence"/>
</form>
</field>
</record>
<record id="crm_phonecall_stage_act" model="ir.actions.act_window">
<field name="name">Phonecall Stages</field>
<field name="res_model">crm.case.stage</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm_phonecall_stage_tree"/>
<field name="domain">[('object_id.model', '=', 'crm.phonecall')]</field>
</record>
<menuitem action="crm_phonecall_stage_act" id="menu_crm_phonecall_stage_act" parent="crm.menu_crm_case_stage"/>
# ------------------------------------------------------
# Phone Calls
# ------------------------------------------------------
<record model="ir.ui.view" id="crm_case_phone_tree_view">
<field name="name">CRM - Phone Calls Tree</field>
<field name="model">crm.phonecall</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Phone Calls" colors="red:state=='open';black:state in ('draft', 'cancel','done','pending')">
<field name="date" string="Date"/>
<field name="name" string="Call Summary"/>
<field name="partner_id" string="Partner"/>
<field name="partner_address_id" string="Contact"/>
<field name="opportunity_id"/>
<button string="Opportunity" name="%(wizard_crm_phonecall_opportunity_set)d" type="action"/>
<button string="Meeting"
name="%(wizard_crm_phonecall_meeting_set)d" type="action" />
</tree>
</field>
</record>
<record model="ir.ui.view" id="crm_case_phone_incomming_tree_view">
<field name="name">CRM - Phone Calls Tree</field>
<field name="model">crm.phonecall</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Phone Calls" editable="bottom" colors="red:state=='open';black:state in ('draft', 'cancel','done','pending')">
<field name="date" string="Date"/>
<field name="name" string="Call Summary"/>
<field name="partner_id" string="Partner"/>
<field name="partner_address_id" string="Contact"/>
<group col="2">
<field name="opportunity_id"/>
<button string="Opportunity" name="%(wizard_crm_phonecall_opportunity_set)d" type="action"/>
<button string="Meeting"
name="%(wizard_crm_phonecall_meeting_set)d" type="action" />
</group>
</tree>
</field>
</record>
<record model="ir.ui.view" id="crm_case_phone_form_view">
<field name="name">CRM - Phone Call Form</field>
<field name="model">crm.phonecall</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Claims">
<group colspan="4" col="7">
<field name="name" string="Subject"/>
<field name="section_id" colspan="1" widget="selection"/>
<field name="user_id" string="Assigned to" select="2"/>
<button string="Convert to Opportunity" name="%(wizard_crm_phonecall_opportunity_set)d" icon="gtk-index" type="action"/>
<newline/>
<field name="date" string="Planned Date"/>
<field name="duration"/>
<group colspan="2">
<field name="opportunity_id" on_change="onchange_case_id(case_id, name, partner_id)"
context="{'default_name':name,'default_section_id':section_id,'default_user_id':user_id,'default_duration':duration,
'default_partner_id':partner_id,'default_partner_address_id':partner_address_id,'default_partner_phone':partner_phone,
'default_partner_mobile':partner_mobile,'default_categ_id':categ_id}"/>
</group>
<button string="Schedule a Meeting"
name="%(wizard_crm_phonecall_meeting_set)d" icon="gtk-redo" type="action" />
</group>
<notebook colspan="4">
<page string="General">
<field name="categ_id" string="Direction" select="1" on_change="onchange_categ_id(categ_id)" required="1"/>
<field name="active" string="Reminder"/>
<group colspan="2" col="3">
<field name="partner_id" string="Partner"/>
<button string="Convert to Partner" icon="terp-crm" name="%(wizard_crm_phonecall_partner_create)d" type="action" attrs="{'invisible':[('partner_id','!=',False)]}"/>
</group>
<field name="partner_address_id" string="Contact"/>
<field name="partner_phone"/>
<field name="partner_mobile"/>
<newline/>
<field name="som"/>
<field name="priority" string="Relevant"/>
<separator string= "Description" colspan="4"/>
<field name="description" nolabel="1" colspan="4"/>
<separator colspan="4"/>
<group col="8" colspan="4">
<field name="state" select="1"/>
<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
<button name="case_pending" string="Not Held" states="open" type="object" icon="gtk-undo"/>
<button name="case_close" string="Held" states="open,draft,pending" type="object" icon="gtk-jump-to"/>
<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
</group>
</page>
</notebook>
</form>
</field>
</record>
<record model="ir.ui.view" id="crm_case_phone_calendar_view">
<field name="name">CRM - Phone Calls Calendar</field>
<field name="model">crm.phonecall</field>
<field name="type">calendar</field>
<field name="priority" eval="2"/>
<field name="arch" type="xml">
<calendar string="Phone Calls" date_start="date" color="user_id" date_delay="duration">
<field name="name"/>
<field name="partner_id"/>
<field name="categ_id"/>
</calendar>
</field>
</record>
<record id="view_crm_case_phonecalls_filter" model="ir.ui.view">
<field name="name">CRM - Phone Calls Search</field>
<field name="model">crm.phonecall</field>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Phonecalls">
<group col="6" colspan="1">
<filter icon="gtk-jump-to"
string="Inbound"
domain="[('categ_id.name','=','Inbound')]"
separator="1" help="All Inbound Phonecalls"
/>
<filter icon="gtk-redo"
string="Outbound"
domain="[('categ_id.name','=','Outbound')]"
separator="1" help="All Outbound Phonecalls"
/>
<separator orientation="vertical"/>
<filter icon="gtk-home" string=" Today "
separator="1"
domain="[('date','=',time.strftime('%%Y-%%m-%%d'))]"
help="Todays's Phonecalls"
/>
<filter icon="gtk-media-rewind"
string=" 7 Days " separator="1"
help="Phonecalls during last 7 days"
domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d')), ('date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
/>
</group>
<separator orientation="vertical"/>
<group col="6" colspan="2">
<field name="name" select='1' string="Subject"/>
<field name="user_id" select="1" widget="selection">
<filter icon="terp-partner" domain="[('user_id','=',uid)]" help="My Phonecalls" default="1"/>
<filter icon="terp-crm" domain="[('user_id','child_of',[uid])]" help="My department's Phonecalls"/>
</field>
<field name="state" select="1">
<filter icon="gtk-index" domain="[('state','in',('open','draft' ))]" help="Current "/>
</field>
<field name="section_id" select="1" widget="selection" string="Section">
<filter icon="terp-crm"
domain="[('section_id','=',context.get('section_id',False))]"
help="My section"/>
</field>
</group>
</search>
</field>
</record>
</data>
</openerp>